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Workflows

Update existing Google Sheet rows with workflows (BETA)

Last updated: January 14, 2022

In Beta

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise

Use the Update Google Sheet row action to update existing rows in your Google sheet with a workflow. You can update the data with existing property values from the enrolled record or with outcomes from earlier workflow actions.   

Before you can add data to Google Sheets with workflows, you'll need to connect Google Sheets to your HubSpot account. You can connect the app from the App Marketplace or from within a workflow. Please also check that your Google Sheet has been set up correctly

To update your existing Google Sheet rows:

  • In the actions panel, scroll down and select Update data in a Google Sheet.

 

 

  • In the Spreadsheet dropdown menu, select the spreadsheet you want to send data to. You can select from the spreadsheets that are owned by or have been shared with the user who connected Google Sheets to HubSpot. 
  • In the Sheet name dropdown menu, select the sheet you want to send data to. The Sheet name field refers to the tabs at the bottom of your spreadsheet.
  • Set up identifiers to determine which rows to update: 
    • In the Lookup column header dropdown menu, select the header of a column in your spreadsheet, corresponding to a HubSpot property to use as an identifier for the update.  
    • In the Lookup column property dropdown menu, select a property corresponding to the Lookup column header to use as an identifier for the update. When the value of a cell in the selected Lookup column header matches the value of the selected HubSpot property for the enrolled record, the row containing the matching cell will be updated. If there are multiple rows with matching values, only the first row containing the matching cell will be updated.
  • In the create a new row if none match dropdown menu:
    • If you want to create a new row if there is no matching Lookup column header and Lookup column property, click Yes. This will create a new row containing only properties set in the Select columns to update section.   
    • If you do not want to create a new row if there is no matching Lookup column header and Lookup column property, click No
  • Set up the columns in the spreadsheet that you want to update: 
    • Click the Select columns to update dropdown menu, a list of column headers from the selected spreadsheet will display. Select the column that you want to update.   
    • Click the dropdown menu under the column header and select an option. You can either choose to update the data with an existing property value from the enrolled record or with the outcome of an earlier workflow action.
    • To add another column to update, click the Select columns to update dropdown menu and select another column. You can add up to 250 columns to update your data. 
    • To delete a column, click thedeletetrash can icon next to the column header.     
  • Click Save.